Integration
Connect Ortto and Vaiz
When Fields Updated fires in Ortto, your agent runs Create Task in Vaiz, or New Task in Vaiz to Create Record in Ortto. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Ortto and Vaiz to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.
Set it up in your client
Claude Code
Run this in the directory you want to work in.
claude mcp add --transport http -s project apiant-ai https://mcp.apiant.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)Claude, web and desktop
Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.
Setup guide (opens in a new tab)Cursor
Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.
Setup guide (opens in a new tab)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.
Setup guide (opens in a new tab)Any other MCP client
Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.
Setup guide (opens in a new tab)Example flows
What Ortto and Vaiz can do together
From Ortto to Vaiz
When Fields Updated in Ortto
then Create Task in Vaiz
From Vaiz to Ortto
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with Ortto and Vaiz
Triggers and actions 7 triggers · 23 actions
- Fields Updated
Triggers when the specified field(s) of a record have been updated in your Ortto account.
- New Activity Occurred
Triggers when a new Ortto activity occurs.
- New Record Created
Triggers when a new record (contact or organization) has been added to your Ortto account.
- Tag Added/Removed
Triggers when a tag has beed added to, or removed from, a record.
- Add Custom Field
Create a new custom field on the person or organization schema in Ortto.
- Create Record
Create a new record (person, organization), or update an existing record in your Ortto account.
- Delete Record
Archive, restore, or permanently delete a person or organization record in Ortto.
- Get Record
Fetches one or more people, or one or more accounts, by their Ortto ids, returning whichever fields you ask for.
- List Activities
Retrieve the activity feed for a given contact in Ortto.
- Opt Out From SMS
Opt out a person from all SMS communications.
- Search or Create Records
Search your Ortto data for a record based on the provided field or optionally create one if none is found.
- Tag/Untag Records
Adds or removes tags on a person or an account in Ortto, matching the record by email address or account name.
- Unsubscribe a Person
Unsubscribe a person from all emails.
- Update Audience Subscription
Subscribe or unsubscribe a person to/from an Ortto audience.
- New Task
Triggers when a new task is created in Vaiz, optionally limited to one board or project.
- Task Completed
Triggers when a task is marked completed, optionally limited to a board, project, assignees, parent task or milestones.
- Task Group Changed
Triggers when a task moves to a different group (column) on its board.
- Add comment
Posts a comment on a Vaiz task or document, optionally as a reply to another comment and with attached files.
- Create Task
Creates a new task on a Vaiz board, with optional group, project, priority, assignees, dates, dependencies and custom field values.
- Delete comment
Deletes a comment from a Vaiz task or document.
- Edit Task
Updates an existing Vaiz task. Only the fields you fill in are changed.
- Get milestone
Returns a single Vaiz milestone by its ID.
- Get project
Returns a single Vaiz project by its ID, including its name, description, team, color and dates.
- Get task
Returns a Vaiz task by its human-readable ID or database ID, including its custom field values.
- List milestones
Returns all milestones in the connected Vaiz space, with their dates, task counts and status.
- List projects
Returns all projects in the connected Vaiz space.
- List tasks
Returns up to 50 tasks in the space, optionally filtered by board, project, assignees, parent task, milestones, completion or archived status.
- Move task
Moves a task to another group (column) on its board, optionally at a given position.
- Update comment
Edits the text of an existing comment and adds, reorders or removes its attached files.
- Update milestone
Updates an existing milestone's name, description, dates, tags or color.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
More from Ortto
Ortto to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Ortto to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Ortto to StripeStripe is a payment processing platform for online businesses.
Ortto to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Ortto to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
Ortto to PipedrivePipedrive is a sales CRM and pipeline management tool.
More into Vaiz
HubSpot to VaizHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to VaizGoogle Sheets
Gmail to VaizGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to VaizGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Ortto and Vaiz, answered
What can start an automation from Ortto?
Any of Ortto's 4 triggers in the catalog, including Fields Updated, New Activity Occurred, New Record Created and Tag Added/Removed. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Vaiz when something happens in Ortto?
Any of Vaiz's 13 actions, including Create Task, Update comment, Update milestone and Add comment. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Vaiz to Ortto?
Yes. When something happens in Vaiz, your agent can act in Ortto too. This page covers both directions: Vaiz's triggers and Ortto's actions are listed here as well.
Do I have to build a connector for Ortto or Vaiz?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
Can my AI client use Ortto and Vaiz without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.